See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $231,247 | $168,632+37.1% | $147,614+56.7% | $125,391+84.4% |
| Participation rate | 100.0% | 88.8%+11.2pp | 84.6%+15.4pp | 83.2%+16.8pp |
| Annual return | -0.74% | 77.65%-78.4pp | 61.98%-62.7pp | 282.22%-283.0pp |
| Employer contribution / active EE | $8,841 | $6,252+41.4% | $5,564+58.9% | $4,866+81.7% |
| Participant deferral / active EE | $8,018 | $5,507+45.6% | $4,895+63.8% | $5,352+49.8% |
| Admin fee / account holder | $2,366 | $13,580-82.6% | $11,611-79.6% | $9,540-75.2% |